JLIOX Mutual Fund

NAV$12.75

Returns Overview

1 Month
+0.32%
3 Months
+12.31%
6 Months
+11.22%
YTD
+10.44%
1 Year
+13.00%
3 Years (annualized)
+13.35%
5 Years (annualized)
+7.13%
10 Years (annualized)
+11.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLIOX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
John Hancock 2040 Lifetime Index
This Mutual Fund (YTD)
+10.44%
Peer Avg (YTD)
+7.64%
vs Peers
+2.80%

JLIOX Mutual Fund Performance

JLIOX performance across multiple time periods: 1-month 0.32%, YTD 10.44%, 1-year 13.00%, 3-year 13.35%, 5-year 7.13%, 10-year 11.44%.

JLIOX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

JLIOX performance comparison shows side-by-side returns with another fund. JLIOX alternatives are available in the Mutual Fund Screener.